Given the current interest rate environment and historically high yields, fixed income markets may present opportunities for investors looking to diversify an investment portfolio. We discuss the fixed income opportunities we see in 2024 in a new episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee. Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts ..read more

Investors’ preference for technology has reshaped the S&P 500 Index, with technology-oriented stocks now comprising nearly 50% of the index’s weighting. With artificial intelligence (AI) poised to be the next revolutionary innovation, this segment looks likely to remain a key driver of performance in 2024.   Technology-oriented stocks, or companies with a heavy reliance on technology to drive growth, represent a range of companies that span across multiple sectors within the stock market. Until a few years ago, most of these companies fell under the information technology sector in th ..read more

Investors’ preference for technology has reshaped the S&P 500 Index, with technology-oriented stocks now comprising nearly 50% of the index’s weighting. With artificial intelligence (AI) poised to be the next revolutionary innovation, this segment looks likely to remain a key driver of performance in 2024.   Technology-oriented stocks, or companies with a heavy reliance on technology to drive growth, represent a range of companies that span across multiple sectors within the stock market. Until a few years ago, most of these companies fell under the information technology sector in th ..read more

The U.S. national debt exceeded $34 trillion dollars, while the federal deficit was $1.7 trillion for fiscal year 2023. How sustainable are these fiscal imbalances, and what does this mean for investors? In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee, examines the U.S. debt load, the deficit and how it all translates to the broader financial markets with Brent Schowe, our Director of Investment Research at Commerce Trust.  ..read more

The U.S. national debt exceeded $34 trillion dollars, while the federal deficit was $1.7 trillion for fiscal year 2023. How sustainable are these fiscal imbalances, and what does this mean for investors? In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee, examines the U.S. debt load, the deficit and how it all translates to the broader financial markets with Brent Schowe, our Director of Investment Research at Commerce Trust.  ..read more

Members of the Commerce Trust investment management team discuss our economic and market insights for 2024 ..read more

With 2023 winding down, now is an ideal time for investors to assess their wealth management plan. In the latest episode of Conversations with Commerce Trust, podcast host and Chief Investment Officer David Hagee is joined by Commerce Trust Directors of Portfolio Management Tara McConkey and Tim Michel, to discuss how recent economic and market activity could factor into year-end investment strategies for high-net-worth investors.  Read our companion piece on the importance of portfolio rebalancing as part of a healthy wealth management approach, potential tax advantages and how often on ..read more

Global stock markets have experienced solid returns for much of 2023. What might investors see for the rest of year? We examine the equity markets with Commerce Trust’s  Chief Market Strategist, KC Mathews, in our latest episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee ..read more

Over the past 25 years, women’s attitudes on investing have evolved considerably.  In a new episode of the Conversations with Commerce Trust podcast, hosted by CIO David Hagee, we explore the role of women in investing, look at how women investors tend to outperform their male counterparts and outline where room for improvement remains ..read more

Will we or won’t we enter a recession in 2023? We share our economic and market forecasts for the rest of the year in a new episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee ..read more